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Invenio Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Invenio Wealth Partners’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,061
Closed -$493K – 107
2023
Q4 		$493K Sell
6,061
-1,780
-23% -$138K 0.36% 48
2023
Q3 		$596K Sell
7,841
-10,127
-56% -$788K 0.54% 40
2023
Q2 		$1.42M Buy
+17,968
New +$1.43M 1.61% 18

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invenio Wealth Partners's VCIT Position: Q1 2024 in Review

Invenio Wealth Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 6,061 shares — an estimated $493K sold.

Invenio Wealth Partners first reported a position in VCIT in Q2 2023 and held it in 3 quarters. The position peaked at $1.42M in Q2 2023. 1,050 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

  • Invenio Wealth Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Invenio Wealth Partners sold 6,061 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $493K.
  • Invenio Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • Invenio Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.42M in Q2 2023.
  • 1,050 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Invenio Wealth Partners's 13F filing for Q1 2024, filed 9 May 2024.